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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,107 | $80,177-91.1% | $123,894-94.3% | $57,658-87.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 81.4%+18.6pp | 70.2%+29.8pp |
| Annual return | 22.88% | 17.90%+5.0pp | 47.52%-24.6pp | 5.13%+17.7pp |
| Employer contribution / active EE | $733 | $2,913-74.8% | $4,617-84.1% | $1,974-62.8% |
| Participant deferral / active EE | $0 | $5,130-100.0% | $5,984-100.0% | $3,061-100.0% |
| Admin fee / account holder | $5 | $106-95.2% | $8,357-99.9% | $95-94.6% |